Skip to content
Disclosery

Carmel Capital Partners, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmel Capital Partners, LLC on USFR, newest first. How the timeline and the estimate are built.

Carmel Capital Partners, LLC held 874,714 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 874,714 shares
    Change vs previous 13F +297,776 shares

    14.56% of the 13F portfolio, value $44,041,876.

    13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 576,938 shares
    Change vs previous 13F +21,596 shares

    10.48% of the 13F portfolio, value $29,043,078.

    13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 555,342 shares
    Change vs previous 13F +15,231 shares

    9.81% of the 13F portfolio, value $27,944,800.

    13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 540,111 shares
    Change vs previous 13F -56,681 shares

    11.45% of the 13F portfolio, value $27,151,380.

    13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 596,792 shares
    Change vs previous 13F -97,808 shares

    10.53% of the 13F portfolio, value $30,024,609.

    13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 694,600 shares
    Change vs previous 13F +77,286 shares

    13.75% of the 13F portfolio, value $34,959,215.

    13F-HR 0001900481-25-000004 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 617,314 shares
    Change vs previous 13F -74,889 shares

    12.53% of the 13F portfolio, value $31,063,249.

    13F-HR 0001900481-25-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 692,203 shares
    Change vs previous 13F not available

    13.42% of the 13F portfolio, value $34,762,456.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).